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拉夫劳伦（RL）与标普全球（VG）财务数据对比。点击上方公司名可切换其他公司
标普全球的季度营收约是拉夫劳伦的1.8倍（$4.4B vs $2.4B），标普全球净利率更高（26.8% vs 15.0%，领先11.8%），标普全球同比增速更快（191.7% vs 12.2%），拉夫劳伦自由现金流更多（$704.0M vs $-1.5B），过去两年标普全球的营收复合增速更高（77.3% vs 23.9%）
拉夫劳伦是源自美国的跨国时尚巨头，旗下同名高端时尚品牌风靡全球，企业规模达数十亿美元。品牌创始人拉夫劳伦于2015年9月卸任首席执行官，仍留任执行董事长兼首席创意官，主导品牌创意与整体发展方向。
标普全球是总部位于美国纽约曼哈顿的上市企业，核心业务涵盖金融信息与数据分析、能源及大宗商品情报服务，旗下拥有标普全球评级、标普全球能源、标普全球市场财智、印度信用评级机构CRISIL等子品牌，同时是标普道琼斯指数合资公司的控股股东。
RL vs VG — 直观对比
营收规模更大
VG
是对方的1.8倍
$2.4B
营收增速更快
VG
高出179.4%
12.2%
净利率更高
VG
高出11.8%
15.0%
自由现金流更多
RL
多$2.2B
$-1.5B
两年增速更快
VG
近两年复合增速
23.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.4B | $4.4B |
| 净利润 | $361.6M | $1.2B |
| 毛利率 | 69.9% | — |
| 营业利润率 | 19.6% | 38.7% |
| 净利率 | 15.0% | 26.8% |
| 营收同比 | 12.2% | 191.7% |
| 净利润同比 | 21.6% | 20.3% |
| 每股收益（稀释后） | $5.82 | $0.41 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收RLVG
| Q4 25 | $2.4B | $4.4B | ||
| Q3 25 | $2.0B | $3.3B | ||
| Q2 25 | $1.7B | $3.1B | ||
| Q1 25 | $1.7B | $2.9B | ||
| Q4 24 | $2.1B | $1.5B | ||
| Q3 24 | $1.7B | $926.0M | ||
| Q2 24 | $1.5B | $1.1B | ||
| Q1 24 | $1.6B | $1.4B |
净利润RLVG
| Q4 25 | $361.6M | $1.2B | ||
| Q3 25 | $207.5M | $550.0M | ||
| Q2 25 | $220.4M | $475.0M | ||
| Q1 25 | $129.0M | $517.0M | ||
| Q4 24 | $297.4M | $990.0M | ||
| Q3 24 | $147.9M | $-294.0M | ||
| Q2 24 | $168.6M | $352.0M | ||
| Q1 24 | $90.7M | $698.0M |
毛利率RLVG
| Q4 25 | 69.9% | — | ||
| Q3 25 | 68.0% | — | ||
| Q2 25 | 72.3% | — | ||
| Q1 25 | 68.7% | — | ||
| Q4 24 | 68.4% | — | ||
| Q3 24 | 67.0% | — | ||
| Q2 24 | 70.5% | — | ||
| Q1 24 | 66.6% | — |
营业利润率RLVG
| Q4 25 | 19.6% | 38.7% | ||
| Q3 25 | 12.2% | 39.7% | ||
| Q2 25 | 15.9% | 33.5% | ||
| Q1 25 | 9.1% | 37.3% | ||
| Q4 24 | 18.2% | 39.0% | ||
| Q3 24 | 10.4% | 20.4% | ||
| Q2 24 | 13.8% | 32.8% | ||
| Q1 24 | 6.9% | 43.6% |
净利率RLVG
| Q4 25 | 15.0% | 26.8% | ||
| Q3 25 | 10.3% | 16.5% | ||
| Q2 25 | 12.8% | 15.3% | ||
| Q1 25 | 7.6% | 17.9% | ||
| Q4 24 | 13.9% | 65.0% | ||
| Q3 24 | 8.6% | -31.7% | ||
| Q2 24 | 11.1% | 31.8% | ||
| Q1 24 | 5.8% | 49.4% |
每股收益（稀释后）RLVG
| Q4 25 | $5.82 | $0.41 | ||
| Q3 25 | $3.32 | $0.16 | ||
| Q2 25 | $3.52 | $0.14 | ||
| Q1 25 | $2.03 | $0.15 | ||
| Q4 24 | $4.66 | $0.35 | ||
| Q3 24 | $2.31 | $-0.15 | ||
| Q2 24 | $2.61 | $0.12 | ||
| Q1 24 | $1.37 | $0.25 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $2.3B | $2.4B |
| 总债务越低越好 | — | $34.2B |
| 股东权益账面价值 | $2.9B | $6.7B |
| 总资产 | $7.8B | $53.4B |
| 负债/权益比越低杠杆越低 | — | 5.07× |
8季度趋势，按日历期对齐
现金及短期投资RLVG
| Q4 25 | $2.3B | $2.4B | ||
| Q3 25 | $1.6B | $1.9B | ||
| Q2 25 | $2.3B | $2.2B | ||
| Q1 25 | $2.1B | $3.6B | ||
| Q4 24 | $2.1B | $3.6B | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.8B | — | ||
| Q1 24 | $1.8B | — |
总债务RLVG
| Q4 25 | — | $34.2B | ||
| Q3 25 | — | $32.6B | ||
| Q2 25 | — | $30.0B | ||
| Q1 25 | — | $29.3B | ||
| Q4 24 | — | $29.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益RLVG
| Q4 25 | $2.9B | $6.7B | ||
| Q3 25 | $2.6B | $5.7B | ||
| Q2 25 | $2.5B | $5.3B | ||
| Q1 25 | $2.6B | $4.9B | ||
| Q4 24 | $2.5B | $2.9B | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.5B | — |
总资产RLVG
| Q4 25 | $7.8B | $53.4B | ||
| Q3 25 | $7.3B | $50.1B | ||
| Q2 25 | $7.8B | $46.5B | ||
| Q1 25 | $7.0B | $45.1B | ||
| Q4 24 | $7.1B | $43.5B | ||
| Q3 24 | $6.8B | — | ||
| Q2 24 | $6.6B | — | ||
| Q1 24 | $6.6B | — |
负债/权益比RLVG
| Q4 25 | — | 5.07× | ||
| Q3 25 | — | 5.73× | ||
| Q2 25 | — | 5.69× | ||
| Q1 25 | — | 6.01× | ||
| Q4 24 | — | 10.11× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $779.6M | $2.1B |
| 自由现金流经营现金流 - 资本支出 | $704.0M | $-1.5B |
| 自由现金流率自由现金流/营收 | 29.3% | -34.1% |
| 资本支出强度资本支出/营收 | 3.1% | 81.6% |
| 现金转化率经营现金流/净利润 | 2.16× | 1.77× |
| 过去12个月自由现金流最近4个季度 | $694.5M | $-6.8B |
8季度趋势，按日历期对齐
经营现金流RLVG
| Q4 25 | $779.6M | $2.1B | ||
| Q3 25 | $53.2M | $1.9B | ||
| Q2 25 | $176.1M | $1.5B | ||
| Q1 25 | $122.2M | $1.1B | ||
| Q4 24 | $738.4M | — | ||
| Q3 24 | $97.2M | — | ||
| Q2 24 | $277.3M | — | ||
| Q1 24 | — | $638.0M |
自由现金流RLVG
| Q4 25 | $704.0M | $-1.5B | ||
| Q3 25 | $-40.6M | $-1.4B | ||
| Q2 25 | $-11.2M | $-1.5B | ||
| Q1 25 | $42.3M | $-2.4B | ||
| Q4 24 | $677.2M | — | ||
| Q3 24 | $55.5M | — | ||
| Q2 24 | $243.9M | — | ||
| Q1 24 | — | $-2.4B |
自由现金流率RLVG
| Q4 25 | 29.3% | -34.1% | ||
| Q3 25 | -2.0% | -42.4% | ||
| Q2 25 | -0.7% | -49.1% | ||
| Q1 25 | 2.5% | -81.3% | ||
| Q4 24 | 31.6% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 16.1% | — | ||
| Q1 24 | — | -167.3% |
资本支出强度RLVG
| Q4 25 | 3.1% | 81.6% | ||
| Q3 25 | 4.7% | 98.9% | ||
| Q2 25 | 10.9% | 96.1% | ||
| Q1 25 | 4.7% | 119.8% | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 2.4% | — | ||
| Q2 24 | 2.2% | — | ||
| Q1 24 | — | 212.4% |
现金转化率RLVG
| Q4 25 | 2.16× | 1.77× | ||
| Q3 25 | 0.26× | 3.42× | ||
| Q2 25 | 0.80× | 3.07× | ||
| Q1 25 | 0.95× | 2.15× | ||
| Q4 24 | 2.48× | — | ||
| Q3 24 | 0.66× | — | ||
| Q2 24 | 1.64× | — | ||
| Q1 24 | — | 0.91× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
RL
暂无分部数据
VG
| Plaquemines Project Segment | $3.4B | 76% |
| Calcasieu Project Segment | $841.0M | 19% |
| Other | $208.0M | 5% |
